CFP
Cascade Financial Partners’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
15,293
| – | – | 0.03% | 210 |
|
|
2025
Q1 | $294K | Buy |
15,293
+1,100
| +8% | +$21.1K | 0.04% | 198 |
|
|
2024
Q4 | $285K | Hold |
14,193
| – | – | 0.04% | 192 |
|
|
2024
Q3 | $284K | Hold |
14,193
| – | – | 0.04% | 192 |
|
|
2024
Q2 | $290K | Hold |
14,193
| – | – | 0.04% | 180 |
|
|
2024
Q1 | $258K | Buy |
+14,193
| New | +$258K | 0.04% | 192 |
|